Key facts
- PERSONAL CFO SOLUTIONS LLC is a other based in CHESTER, NJ.
- PERSONAL CFO SOLUTIONS LLC reports $59.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 158248- Regulatory AUM
- $59.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 18
- Registered office
- CHESTER, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PERSONAL CFO SOLUTIONS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PERSONAL CFO SOLUTIONS LLC's AUM?
- PERSONAL CFO SOLUTIONS LLC manages approximately $59.7M in assets.